We Insure · 1 month ago
Project Management Intern (Clients)
New York City, NY
Internship
Hybrid
Intern
$16/hr - $28/hrApex Fintech Solutions (AFS) powers innovation in digital wealth management. The Project Management Intern will gain hands-on experience in business strategy, client data analysis, and financial modeling while supporting the team in achieving company goals and delivering exceptional results to clients.
Insurance
Responsibilities
Organize, track, and report on company and customer goals
Develop presentations based on initial proposals to support strategic decision-making
Analyze client data, including trades, assets, and initiatives, to provide actionable insights
Conduct general research on industry trends and assess impacts on the company as well as clients
Assist with financial modeling by forecasting client revenue streams and identifying new revenue opportunities
Qualification
Required
Currently pursuing or recently completed a degree in Business Administration, Finance, Product Management, or a related field
Rising Senior standing, Aug 2026 – Jun 2027 graduate
Excellent communication and teamwork skills for cross-functional collaboration
Ability to manage multiple tasks and prioritize effectively in a fast-paced environment
General interest in Fintech
Experience with Microsoft suite - Excel, PowerPoint, etc
Program Management & Time Management skills
3.3+ GPA
Preferred
Financial Modeling and Analysis (Nice to Have)
Salesforce or CRM experience (Nice to Have)
Industry Knowledge - Brokerage & Investing (Nice to Have)
Benefits
Healthcare benefits (medical, dental and vision, EAP)
Competitive PTO
401k match
Parental leave
HSA contribution match
Paid subscription to the Calm app
Generous external learning and tuition reimbursement benefits
Company
We Insure
We Insure is passionate at being the very best independent agency solution.
Founded in 2009
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Michael Weinberg
Managing Partner
Company data provided by crunchbase